How big is C. U. Financial Inc.'s plan?

C. U. Financial Inc.'s plan reported $123K in assets and 15 participants for 2024.

Original filing (PDF)20250501220103NAL0005963072044

C. U. Financial Inc.

Name: C. U. Financial Inc. — C. U. Financial 401(k) Plan, Form 5500 (2024)
Creator: C. U. Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C. U. Financial 401(k) Plan

401(k) retirement plan · C. U. Financial Inc.'s C. U. Financial 401(k) Plan held $123K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

Plan identifiers

C. U. Financial Inc.'s EIN is 46-0492823.

EIN 46-0492823

Plan number 002

Plan year 2024

ACK ID 20250501220103NAL0005963072044

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C. U. Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C. U. Financial Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score